See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $273,966 |
CLISE AGENCY2 years Service code 49 · EIN 91-6024838 | Other Services | $165,822 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $142,763 |
BASYS3+ years Service code 16 · EIN 52-1796473 | Consulting | $136,560 |
MCKENZIE ROTHWELL BARLOW & COUGHRAN3+ years Service code 29 · EIN 91-0889948 | Legal | $73,744 |
Filed as: ANASTASI MOORE & MARTIN,PLLC Service code 10 · EIN 20-8149084 | Accounting | $65,319 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $47,433 |
CHERYL CRAGG3+ years Service code 36 14733 NE 57TH ST · BELLEVUE, WA 98007 | Copying and duplicating; Direct payme... | $42,739 |
Service code 29 · EIN 91-1321138 | Legal | $40,692 |
SHARP BUSINESS SYSTEMS3+ years Service code 36 · EIN 13-1968872 | Copying and duplicating; Direct payme... | $33,932 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.87% | 16.32%-1.4pp | 8.32%+6.6pp | 16.32%-1.4pp |
| Employer contribution / active EE | $9,351 | $12,766-26.8% | $30,793-69.6% | $12,766-26.8% |
| Participant deferral / active EE | $0 | $800-100.0% | $90-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |